106
106
Jan 17, 2013
01/13
by
CNBC
tv
eye 106
favorite 0
quote 0
this is an apple play but a samsung and lucent play as well. those are their top customers. they have great technology in 2013 and '14. >> anadarko. >> you're seeing a step up in gulf of mexico deepwater drilling that's favorable for anadarko. a nice stake in mozambique field. >> underarmor. >> avoid it. we had a warmer than normal winter. lulu has just come in. >> hain celestial. >> i like the way that it's been bouncing back here and because, you know, 70 some-odd dollar trading in the 30s. climbing back because the consumers are going to be spend forge their products going forward and i think that's reflected in this nearly $3 gain it's got going on today. >> do your best toeep sending them through. we'll get to as many as we can as we make it a regular segment. take a look at the dow. we're nearing a triple digit gain. the dow is up for the six frt time in the last seven days, gain of 92 points, 13,603 is where the industrials currently sit. gold is getting a bump today. we'll be right back. i've always kept my eye on her... but with so much health care noise, i didn't a
this is an apple play but a samsung and lucent play as well. those are their top customers. they have great technology in 2013 and '14. >> anadarko. >> you're seeing a step up in gulf of mexico deepwater drilling that's favorable for anadarko. a nice stake in mozambique field. >> underarmor. >> avoid it. we had a warmer than normal winter. lulu has just come in. >> hain celestial. >> i like the way that it's been bouncing back here and because, you know, 70...
126
126
Jan 14, 2013
01/13
by
CNBC
tv
eye 126
favorite 0
quote 0
i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used t
i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand,...
139
139
Jan 15, 2013
01/13
by
CNBC
tv
eye 139
favorite 0
quote 0
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whet
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with...
233
233
Jan 7, 2013
01/13
by
CNBC
tv
eye 233
favorite 0
quote 0
samsung uses their own chips, for example, in their flat screen tv set. there isn't any proprietary advantage among chipmakers to get into the tv set business. and intel made a misstep, i believe, in announcing that they're putting out their virtual cable in a -- the form of a set top box. set top boxes are going away. the chips in mobile devices, like the ipads and smartphones are going to be the remote controlled devices of the future that brings video over the internet and into your flat screen tv. you don't need to have a set top box. you may not have to have a chip in the tv set the way samsung and lg and sharp and others are moving. >> there i was, the day after christmas watching the bouncing abby christmas special on catch up on my tv, right? that makes me a new fangeled user, as media? >> well, you've been talking about the big football game here, the notre dame/alabama game. i've been watching all weekend the nfl playoff games on my ipad and i'll be watching the alabama/notre dame game on a smartphone or on an i had pad. >> who is going to win?
samsung uses their own chips, for example, in their flat screen tv set. there isn't any proprietary advantage among chipmakers to get into the tv set business. and intel made a misstep, i believe, in announcing that they're putting out their virtual cable in a -- the form of a set top box. set top boxes are going away. the chips in mobile devices, like the ipads and smartphones are going to be the remote controlled devices of the future that brings video over the internet and into your flat...
32
32
Jan 16, 2013
01/13
by
CNBC
tv
eye 32
favorite 0
quote 0
it's why i think samsung is a better play. they have better position at the upper end and lower end. they will dominate the lower end. buy apple to $525, take some profits and wait. >> let's hit pops and drops. we kick it off with a pop for valero. >> this was a space, the refiner space was loved at the year end. so, it was loved all last year, so, if you are a manager, you wanted to show it on the books come year end. we thought you were going to be dumping them january 1st. they dumped the rest of the space, they didn't dump valero. i'm perplexed. i think they're going to be reshorted. >> dell, dropped 4%. karen? >> this is a classic buy the rumor, sell the news. yesterday's closing price reported $13 or $14 deal for dell. it just doesn't make sense. i wouldn't buy it. >> all right, the vix down 1%. dan, to five and a half year lows? >> it's just acting the on silt here. but if you look at on the future's curve, march is trading almost to 18. that's where people see risk with the debt ceiling. >> drop for gp, down 4%. tim? >
it's why i think samsung is a better play. they have better position at the upper end and lower end. they will dominate the lower end. buy apple to $525, take some profits and wait. >> let's hit pops and drops. we kick it off with a pop for valero. >> this was a space, the refiner space was loved at the year end. so, it was loved all last year, so, if you are a manager, you wanted to show it on the books come year end. we thought you were going to be dumping them january 1st. they...
200
200
Jan 16, 2013
01/13
by
CNNW
tv
eye 200
favorite 0
quote 0
. >>> in money news samsung has hit a mobile milestone. the electronics giant said it has sold 100 million phones and tablets from its galaxy "s" series. the newest flagship of the series, the gal saxly s-3 has sold 40 million phones alone. >>> ice and snow makes travel difficult across many parts of the country. in louisiana dozens of accidents were reported and several roads closed because of freezing rain and low temperatures. chattanooga, tennessee, a car was crushed when a tree came crashing down because of strong winds. and in dallas, more than 170 flights were canceled due to freezing rain at destinations across the south. wintry weather stretches all the way to maine, though, parts of the northeast could see up to 6 inches of snow today. >>> in a little more than two hours president obama and vice president joe biden will unveil their plan to fight gun violence. here's what we're expecting them to say -- according to an official familiar with the situation the president will press for a ban on high capacity magazines, purr for univ
. >>> in money news samsung has hit a mobile milestone. the electronics giant said it has sold 100 million phones and tablets from its galaxy "s" series. the newest flagship of the series, the gal saxly s-3 has sold 40 million phones alone. >>> ice and snow makes travel difficult across many parts of the country. in louisiana dozens of accidents were reported and several roads closed because of freezing rain and low temperatures. chattanooga, tennessee, a car was...
226
226
Jan 25, 2013
01/13
by
CNBC
tv
eye 226
favorite 0
quote 0
. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like it's all positive. the dow transports confirming this move higher. it was pointed out in a note a couple of days ago that that's the buy signal here on the dow. yesterday's market action, jim, was that concerning that it couldn't hold 1,500? >> i'm not going to be concerned about where they nailed it at the close. the earnings per share have just been stellar. not just the bottom one. the outline's been great. procter & gamble this morning, and i was on the starbucks call. they're firing on every single cylinder, delivering on all promises, 3m, big dow stocks, they're talking about the big turn in asia. asia turn, asia
. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like...
196
196
Jan 24, 2013
01/13
by
CNBC
tv
eye 196
favorite 0
quote 0
more to samsung than -- >> i phones? >> not just apple, samsung anymore. china's market, four domestic suppliers outselling apple. mentioned the cool pad, 8060. a fraction of what the ipad costs in china. competition that apple is facing around the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes today below 483, it will see 425, his price target pretty quickly. ultimately, he does believe that apple is fairly valued in the 300s. >> yield there. >> i don't know. >> he is known as an extraordinarily good fixed income manager but he has waded into equities. i don't know if it is reflected on his fronts. >> five times earnings, i don't know. bethlehem steel two times earnings two years before it went bankrupt. isn't that something two years before. the multiples shrunk. or would love to get apple five times earnings, three times earnings cash. like to get cash. >> sure, why not? >> i got to
more to samsung than -- >> i phones? >> not just apple, samsung anymore. china's market, four domestic suppliers outselling apple. mentioned the cool pad, 8060. a fraction of what the ipad costs in china. competition that apple is facing around the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes...
144
144
Jan 29, 2013
01/13
by
CNBC
tv
eye 144
favorite 0
quote 0
. >> i've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new software is not as good as the old one. >> apple is extremely expensive especially with their data plan so if people are offering pretty much the same service for less people will go for that. >> my fiance has the glaxy and loves that as well so we kind of compete back and forth with each other. >> who's winning? >> he thinks he is. >> a couple of my friends are having samsung galaxy and starting to not like apple and have the samsung galaxy but again, me personally, the iphone sounds good. >> you want to say i have an iphone. >> yeah. >> you don't want to say i have a galaxy. >> here we go. yeah. >> all right. so still some cache.
. >> i've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new...
199
199
Jan 9, 2013
01/13
by
CNBC
tv
eye 199
favorite 0
quote 0
you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently after this meeting, according to a source, representatives from
you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to...
131
131
Jan 16, 2013
01/13
by
CNBC
tv
eye 131
favorite 0
quote 0
google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according to what you're saying. >> the valuation is extremely cheap. we're trading at ten times. take the cash out at 7. keep in mind, the earnings growth should be close to 20%. compare that to any tech company in the technology sector, or overall market and there's a big disconnect. we think the earnings growth trajectory for apple is extremely attractive. we think they can at least grow at 15. but the stock needs to trade much higher. we think it will. we disagree with you on the gross margins. we've seen
google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think...
233
233
Jan 18, 2013
01/13
by
CNBC
tv
eye 233
favorite 0
quote 0
samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit the snooze button? >> yes. then it follows with you, and then you really wake up. >> you better get the heck up. i'll come to your house. i'll come to your house if you don't get up. >> wow. that's frightening. i'm getting up. >> what's amazing, there was no people, they were able to work on saturday. it was fantastic. i'm not irish, so i can't step in at all. >> there was one in ireland and israel? oh, i got it. >> israel was the -- >> they're trying to show me that the plants were open on saturdays. they were able to do the fab plant, for the new 486, witho
samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit...
244
244
Jan 14, 2013
01/13
by
CNBC
tv
eye 244
favorite 0
quote 0
the samsung phones are by many people considered equal. same with the google phone. and, iphone sales are just not going to grow the way they have before. so, from a stock perspective you have to look at the margin. apple has an unprecedented hardware company margin. it's almost certainly going to go down in the future and the stock market doesn't like that. >> you think it's down from here on out or is there a way for that stock to get back to 600, even 700? >> i think it's going to go through a long consolidation period. i think the profit margin has to come down and i think that's because it's too high. i think the company has been so focused on selling right at the top end of the market, making as much money as it can, meanwhile, they have missed where the growth in smart phone market is now, which is in emerging markets where people cannot pay $600 for a phone. >> you think they're going to go cheap or not? there's been some big debate where there's a suggestion that they were going cheap and then there was the comment in asia, by one of the executives, maybe th
the samsung phones are by many people considered equal. same with the google phone. and, iphone sales are just not going to grow the way they have before. so, from a stock perspective you have to look at the margin. apple has an unprecedented hardware company margin. it's almost certainly going to go down in the future and the stock market doesn't like that. >> you think it's down from here on out or is there a way for that stock to get back to 600, even 700? >> i think it's going...
170
170
Jan 15, 2013
01/13
by
CNBC
tv
eye 170
favorite 0
quote 0
south korea's samsung electronics, lg display and sk hynix were also hurt by the news. >>> rio tinto says it will increase production by about 15% this year en route to a new record in 2012 that beat its own guidance. it's strong chinese demand which droe drove prices up around 80% since september. rio tinto shares declined early in australia. here in london, we're currently up .76%. >> interesting. meanwhile, china stands accused of illegally subsizing it's steelmakers. the steel producers are said to benefit from subsidized land, water, electricity and loans. that will help. the financial times reports that the european commission wants to strike back by slapping a duty of 50% on chinese coated steel. >> and for a look at asian commodity demand, we're joined by chung yang. good to see you. thank you for joining us. we had that strong china trade data out. what was interesting was quite a lot of stockpiling and rebuilding. i'm wondering whether they are doing that with commodities. >> i think for the euro for 201 is definitely the year of china play with the return of a china play a
south korea's samsung electronics, lg display and sk hynix were also hurt by the news. >>> rio tinto says it will increase production by about 15% this year en route to a new record in 2012 that beat its own guidance. it's strong chinese demand which droe drove prices up around 80% since september. rio tinto shares declined early in australia. here in london, we're currently up .76%. >> interesting. meanwhile, china stands accused of illegally subsizing it's steelmakers. the...
132
132
Jan 22, 2013
01/13
by
CNBC
tv
eye 132
favorite 0
quote 0
in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take. >> we're going to get at&t this week. and apple. and maybe two other s&p companies. >> this is it. go to davos to avoid these -- oh, no, i'm here. >> ouch for those who go to davos. >> you were saying, jim, you were telling david before the show, you do not take this week off for a reason. >> you cannot take this week off. how do you do your job? this is it. will ray lewis take off super bowl week? i doubt it. look, i'll take the heat. i like ray. sorry. i like him. >> what a weekend of football. would you buy apple ahead of the earnings this week? >> i think it's fine. >> tempered enthusiasm. >> apple's fine. >> th
in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take....
151
151
Jan 8, 2013
01/13
by
CNBC
tv
eye 151
favorite 0
quote 0
when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's dreamed of? you go back and look at what they've developed. periodically they've developed what steve jobs used to say is, not what you want in the sense that, well, i'm looking for a better -- but something you never thought about that you suddenly just can't believe you can't live without. i think they've got to come up with something. they've got to come up with something that you can't live without that you don't know about. >> and they'll be able to do that without steve jobs? not just embracing something, but pushing the people behind it to actually make it a reality? >> tim cook, according to the interview
when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's...
30
30
Jan 29, 2013
01/13
by
CNBC
tv
eye 30
favorite 0
quote 0
too quick to run right after samsung. but starting to look like the same product line. >> maybe this is just a great way to not introduce a new product, which would interfere with margins, put margin pressure on them. >> yeah, i ghesz theory that's been the big problem here, but i still think if you look at samsung's margins, 15%, ultimately, you have to think that apple is going somewhere near there. in the very short-term, for a trade, i think you can shoot against $435 on apple. you asked where to put new money to work, i think this is a place you can give it a shot. it is a trade. and use $435 as your top point. >> let's go to pops and drops. yahoo!, a pop and then a drop. >> north of $22 at one point yesterday in the aftermarket and then obviously dropped today. the conference call didn't go nearly as well. but i still think right here, i would say you buy it against. i think this stock moves higher. >> big pop for jcpenney, up 9%, anthony. >> what's happening, they are going back to that promotional strategy. ron jo
too quick to run right after samsung. but starting to look like the same product line. >> maybe this is just a great way to not introduce a new product, which would interfere with margins, put margin pressure on them. >> yeah, i ghesz theory that's been the big problem here, but i still think if you look at samsung's margins, 15%, ultimately, you have to think that apple is going somewhere near there. in the very short-term, for a trade, i think you can shoot against $435 on apple....
256
256
Jan 8, 2013
01/13
by
CNBC
tv
eye 256
favorite 0
quote 0
about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister is meeting with german chancellor angela merkel this morning. he's in berlin to update german officials on recent progress, battling its debt problems. he told reporters that his country is delivering on his promises. >> and the nfib's latest read on the economy and small business is out. senior economics reporter steve liesman joins us with the details and a special guest. >> thanks very much, andrew. following the second biggest decline in the history of the nfib survey the small business optimism gaining a scant, wait for it, half a point in december. the decline
about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister...
417
417
Jan 14, 2013
01/13
by
CNNW
tv
eye 417
favorite 0
quote 0
weaker demand and increasing competition from samsung are blamed. the iphone 5 was released in september. >>> i am still a republican. colin powell declaring his support for his political party but not before warning that some ideas held by his fellow republicans could be hurting the party's future. >> there's also a dark vein of intolerance in some parts of the party. what do i mean by that? what i mean by that is they still sort of look down on minorities. how can i evidence that? when i see a former governor say that the president is shucking and jiving. that's a racial era slave term. >> powell is most likely talking about former alaska governor sarah palin who blasted president obama for his handling of the benghazi consulate attack on facebook writing in part, "why the lies? why the cover up? why the dissembling about the cause of the murder of our ambassador? on the anniversary of the worst terror attacks on american soil. we deserve answers to this. president obama's shuck and jive shtick with these benghazi lies must end." joining me now cn
weaker demand and increasing competition from samsung are blamed. the iphone 5 was released in september. >>> i am still a republican. colin powell declaring his support for his political party but not before warning that some ideas held by his fellow republicans could be hurting the party's future. >> there's also a dark vein of intolerance in some parts of the party. what do i mean by that? what i mean by that is they still sort of look down on minorities. how can i evidence...
174
174
Jan 30, 2013
01/13
by
CNBC
tv
eye 174
favorite 0
quote 0
apple and samsung, a lot of purists that want to stay there. i feel at this point it's a little too late. nothing stands out or is really fantastic about this device. people who went to the iphone would think about going back because they may have been frustrated with the keyboard on ios, a really good keyboard on the blackberry 10 but i don't know if it's enough to bring back the masses of people they need to rebuild themselves as a company >> you like it but don't think it's a game-changer? >> absolutely. need to come out with a big blockbuster and what they have is a nice phone, really nice in every regard but not really a standout in any way. michael copeland, what's your take? >> this remains me a little bit of palm when people got excited about the new operating system and slick and multitasked. people didn't care. web-os disappeared. this may be something similar. reviewers like it but there's too much of a cost to switch. i don't think blackberry will be able to keep up in the future. it took them long enough to get this out with the li
apple and samsung, a lot of purists that want to stay there. i feel at this point it's a little too late. nothing stands out or is really fantastic about this device. people who went to the iphone would think about going back because they may have been frustrated with the keyboard on ios, a really good keyboard on the blackberry 10 but i don't know if it's enough to bring back the masses of people they need to rebuild themselves as a company >> you like it but don't think it's a...
156
156
Jan 11, 2013
01/13
by
CNBC
tv
eye 156
favorite 0
quote 0
. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they pufr chased. analysts hope it will encourage more people to use the class service. >> how would you know whether you were being a really good lincoln or not? how do we know how he acted and how he talked? how would you know if someone was a really good -- other than just good makeup? how would you know whether it was good performance? >> it's guesswork. it doesn't sound like daniel day-lewis. >> but they're saying that he is -- that no one should even show um, that is nominated with him because he's going to win. but how do you know he's realistic? >> it is amazing cons
. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they...
242
242
Jan 11, 2013
01/13
by
CNBC
tv
eye 242
favorite 0
quote 1
i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the stock, people didn't like the l
i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in...
158
158
Jan 15, 2013
01/13
by
KQED
tv
eye 158
favorite 0
quote 0
some manufacturers like samsung have done very well with screens that are five inches or more in size. the iphone 5 is a four inch screen. >> reporter: apple is still far more profitable than any other consumers electronics firm in the world. but, analyst's celestial expectations have led to a crushing fall for apple shares. since hitting a high of $705 in september, the stock has lost nearly 30%. the selloff has trigged a big debate on wall street. are the shares cheap enough to buy, or is the market darling done? apple bulls argue the gadget maker has a p.e. of just 11. apple bears say the company's days as a fast growth giant are over. for investors on the fence, it may make sense to wait until apple releases it latest quarterly results next wednesday. some experts are speculating apple will fall short on revenues, because of weak ipad demand. >> in the tablet world you've certainly seen the android tablets get more of a foothold into the tablet market, a market that was almost entirely apple's for quite a while. >> reporter: if apple doesn't have enough troubles, here's potentiall
some manufacturers like samsung have done very well with screens that are five inches or more in size. the iphone 5 is a four inch screen. >> reporter: apple is still far more profitable than any other consumers electronics firm in the world. but, analyst's celestial expectations have led to a crushing fall for apple shares. since hitting a high of $705 in september, the stock has lost nearly 30%. the selloff has trigged a big debate on wall street. are the shares cheap enough to buy, or...
71
71
Jan 30, 2013
01/13
by
CNBC
tv
eye 71
favorite 0
quote 0
you talked about qualcomm, other stocks that benefit from, it doesn't matter if it's apple, samsung, lenovo, research in motion, now going to be called blackberry that is successful. it doesn't matter. the connector stocks are great long-term invesmentes. we think the hand set industry gets more competitive, margins come under pressure and growth slows. >> wow. the death nel it sounds like, for these guys, jim. what do you tell your long-term investors who are clients? we them them. we would be talking money out of researr carch in motion and the tech nor stocks. we like the stocks that are connector stocks. >> all right, jim, thank you for soming e inine ining -- coming . how do you like that trade? >> i think rim is a tough press here on the short side. i think problem sum of the parts is probably a little -- i haven't done the work like jim has, but they have 79 million users. somebody is going to figure out how to monetize the user, whether this phone works or not. but again, you go to qualcomm, there's very few stocks exposed to the high end and low end that have 16% earnings gr
you talked about qualcomm, other stocks that benefit from, it doesn't matter if it's apple, samsung, lenovo, research in motion, now going to be called blackberry that is successful. it doesn't matter. the connector stocks are great long-term invesmentes. we think the hand set industry gets more competitive, margins come under pressure and growth slows. >> wow. the death nel it sounds like, for these guys, jim. what do you tell your long-term investors who are clients? we them them. we...
178
178
Jan 31, 2013
01/13
by
CNBC
tv
eye 178
favorite 0
quote 1
. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that customer, than any other company in the world, that's the knowledge company. that's s.a.p. >> so the knowledge company even works in an atmosphere like europe where obviously your numbers are as if europe's doing well. what happens to your numbers if europe actually does well itself? >> they go even higher. i mean, we grew 13% in europe. we grew five times faster than our nearest competitor. we're taking share from everybody. and if you look at our competitors, why are they losing? >> jim, why are they losing? >> why are they losing? because the eye has to b
. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that...
117
117
Jan 17, 2013
01/13
by
KRCB
tv
eye 117
favorite 0
quote 0
now that samsung is big i think he developed for samsung only which means google is going to lose control of their own operating system. they've already lost control of the part done by amazon so i would have -- the thing that's so amazing to me is that the big companies have huge opportunities now. microsoft owns skype, the telecommunications, the most important telecom system in the emerging world they have 400 million active users which is more than e number users of windows these days. >> rose: 400 million -- >> like over a hundred million who pay them to use it. so you look at this and go wait a minute, why are you trying to subordinate this to window which is the is the product most harmed by the ipad and iphones? why wouldn't you sit there and go wait a minute, i'm going make a skype phone. why make a windows phone? make a skype phone, an xbox phone. >> so i think c.e.o.s of microsoft and google, steve ballmer and larry paige respectively, they're one good night's sleep away from getting this right. microsoft has the products it needs to make itself successful. they're just doing t
now that samsung is big i think he developed for samsung only which means google is going to lose control of their own operating system. they've already lost control of the part done by amazon so i would have -- the thing that's so amazing to me is that the big companies have huge opportunities now. microsoft owns skype, the telecommunications, the most important telecom system in the emerging world they have 400 million active users which is more than e number users of windows these days....
134
134
Jan 30, 2013
01/13
by
CNBC
tv
eye 134
favorite 0
quote 0
samsung's galaxy s3 selling 40 million unit. when it comes to the blackberry 10, analysts have expectations in the range of just half a million in the quarter through february for the sales of the device, the range of 13 million for the year. shares yesterday down 3%. even though as you have seen, people are excited about the product, can it actually sell enough devices to change the fundamental investing story for r.i.m., especially given the numbers that these competitors are turning out? >> all right. that's what we're looking at. >>> joining us is will connors, reporter at the "wall street journal." will, good to see you. thanks for joining us. i did get a little look at this with the ceo in davos on friday. i don't know much. it looked pretty cool to me. so look -- i guess the thing is, are consumers, customers going to want to buy it, and what does it do for the company? >> the thing is, is r.i.m. going to have enough marketing power with the carriers, its own cash, to get it in enough hands of consumers so they can test i
samsung's galaxy s3 selling 40 million unit. when it comes to the blackberry 10, analysts have expectations in the range of just half a million in the quarter through february for the sales of the device, the range of 13 million for the year. shares yesterday down 3%. even though as you have seen, people are excited about the product, can it actually sell enough devices to change the fundamental investing story for r.i.m., especially given the numbers that these competitors are turning out?...
112
112
Jan 30, 2013
01/13
by
FBC
tv
eye 112
favorite 0
quote 0
comparing it to the iphone and even samsung proxy. the price point in the middle of the road at $199. an eight megapixel camera, we should have a full screen comparing everything. a 4-inch screen. the apps are lacking, part of the equation, only 70,000 apps compared to 800,000 for the iphone. available in march. just because the phones are out doesn't mean the company is safe. they are issuing a note saying today's product release actually makes the company a more interesting target for acquisition. take a listen to what the company ceo had to say in response. >> we are continuing our review, but in the position of rim, the focus toward what can we do, what positions should be doing to be a leader in computing. >> they want to be focused in mobile computing, but they are entertaining strategic opportunities and they will continue to do. the newsman not be finished with this one. ashley: interesting stuff. interesting stuff. tracy: the website hacking attacks, countries are spending more and more money to protect themselves. cyber secu
comparing it to the iphone and even samsung proxy. the price point in the middle of the road at $199. an eight megapixel camera, we should have a full screen comparing everything. a 4-inch screen. the apps are lacking, part of the equation, only 70,000 apps compared to 800,000 for the iphone. available in march. just because the phones are out doesn't mean the company is safe. they are issuing a note saying today's product release actually makes the company a more interesting target for...
29
29
Jan 9, 2013
01/13
by
CNBC
tv
eye 29
favorite 0
quote 0
now a lot of credible people are saying, hey, iphone 5 is good but samsung's galaxy is just as good and other people think lg is just as good and they have to address. but the other piece is the reason they have lost so much market share is because the growth in china and india where they make $600 a month and can't send it on a phone and apple should want to be in the markets and anybody that says it wrecks the margin, terrible for the company long term, look at amazon. amazon is continually sacrificing near term profit margin to invest in the long haul. and obviously amazon had a great run even though there have been many multi-year periods miserable for shareholders. >> thanks so much for coming on. a good call of last week. >> thank you for having me. >> let's get the trades. the risks in all of this? >> i mean, the risk with apple is that what they're telling you is a place to grow besides dropping the pricing and biggest market share and tapped out the growth markets and you have to cut the price of your cell phone. i think apple's a fantastic company. nothing against apple but a
now a lot of credible people are saying, hey, iphone 5 is good but samsung's galaxy is just as good and other people think lg is just as good and they have to address. but the other piece is the reason they have lost so much market share is because the growth in china and india where they make $600 a month and can't send it on a phone and apple should want to be in the markets and anybody that says it wrecks the margin, terrible for the company long term, look at amazon. amazon is continually...
58
58
Jan 31, 2013
01/13
by
WBAL
tv
eye 58
favorite 0
quote 0
apple has real competition from samsung, with an android operating system from the visionaries at google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day amazon will sell houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no larger than the personal computer and cell phone replacement segment. and many think in a few years, those markets will be saturated. nobody will be able to get the c
apple has real competition from samsung, with an android operating system from the visionaries at google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's...
148
148
Jan 30, 2013
01/13
by
CNBC
tv
eye 148
favorite 0
quote 0
call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need, the instant i need it. can you print only stamps? no... first class. priority mail. certified. international. and the mail man picks it up. i don't leave the shop anymore. [ male announcer ] get a 4 week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go
call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens....
178
178
Jan 31, 2013
01/13
by
CNBC
tv
eye 178
favorite 0
quote 0
what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to them only if certain apps are there and if -- if those apps -- if people come, the apps probably will come. necessary a very tough position and i think he's done the best co-with a very difficult hand. >> last question, you know, some argue that maybe their best foot forward would have been to put the keyboard -- the q up first. targeting the people waiting for a new keyboard device for a while would that have mattered? >> i think there is blackberry loyalists do stay for the keyboard alone. there is something to be said for that, but that is coming likely in april. it is what
what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to...
122
122
Jan 29, 2013
01/13
by
CNBC
tv
eye 122
favorite 0
quote 0
. >> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like the iphones. >> they are in transition. they just lost steve jobs. have you to give them time. they are innovative. apple tv looks cool. >> i don't think they will lose status, i just don't think they will be the sole providers for that anymore. >> a lot of them have iphones but many have not upgraded to the 5. that mizzou survey found 18 to 34 years old have more androids that iphones that flip flops with college graduates. most graduates from iphones and blackberries, back to you. >> thanks very much, jane. give my love to my alma mater. meanwhile, a big deal in the battle over cyber sec
. >> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like...
82
82
tv
eye 82
favorite 0
quote 0
it's a camera from samsung. i'm actually going to use you, kathy, as a tripod. if you come stand back here -- >> i have been used for worse. >> i am going to use it, and i'm going to use hand motions to take a picture. >> oh. >> you just took your own picture? >> yeah. hang on. i'm going to try one more time. i can actually use it to see how it's zooming in. i'm going to zoom the lens. >> oh, my gosh. >> i'm framing up my picture. one more time. ah. >> yes, it's -- >> it operates with just your base user interface, and that means you can get in the shot. normally it works. >> all right. >> our next tech trend is mobile payments. everybody is trying to figure out how to get your mobile phone to be your wallet in a safe and secure way. what we have right now is something that is popping up in some stores called google wallet. this uses a new technology called near field applications. it's not available in all phones. it's limited to the android. it's sort of being slow to catch on. what's coming is this new technology called level up. it's a new app. >> i can see
it's a camera from samsung. i'm actually going to use you, kathy, as a tripod. if you come stand back here -- >> i have been used for worse. >> i am going to use it, and i'm going to use hand motions to take a picture. >> oh. >> you just took your own picture? >> yeah. hang on. i'm going to try one more time. i can actually use it to see how it's zooming in. i'm going to zoom the lens. >> oh, my gosh. >> i'm framing up my picture. one more time. ah....
198
198
Jan 24, 2013
01/13
by
CNBC
tv
eye 198
favorite 0
quote 0
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but you might have been a seller at the
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart...
132
132
Jan 22, 2013
01/13
by
CNBC
tv
eye 132
favorite 0
quote 0
. >> apple say they think that samsung has disrupted the situation for apple. android is gaining. nonetheless they think with all of these things, which is helping to attract a strong user base, they don't believe apple is out of the game and headed south. we'll learn tomorrow. they still say apple needs to defend it's growth story. >> bertha, thank you very much. >>> let's check in on the bond market which is getting competition today from stocks. the bond market also waiting to see what some surveys later this week will show us. right now looking at the curve, the ten-year note is yielding 1.83%. the 30-year has stubbornly been above the 3% level. that's what traders are starting to focus on, not starting but have been focusing on the last couple of months. the longer end of the yield curve. they have been watching consumer sentiment which has not been improving and they have been watching washington closer, they say there are fiscal issues out there that are not solved and that's something the bond market is watching. the bank of japan will not put in the stimulus plans until t
. >> apple say they think that samsung has disrupted the situation for apple. android is gaining. nonetheless they think with all of these things, which is helping to attract a strong user base, they don't believe apple is out of the game and headed south. we'll learn tomorrow. they still say apple needs to defend it's growth story. >> bertha, thank you very much. >>> let's check in on the bond market which is getting competition today from stocks. the bond market also...
132
132
Jan 28, 2013
01/13
by
CNBC
tv
eye 132
favorite 0
quote 0
is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some carriers this quarter, people love their iphones but might not love them enough to pay more than they absolutely have to. >> this has been one of the big positives of the story some time. that strong iphone asp, average selling price. that still hung at $640 in the quarter, which is strong. the longer term, that's clearly a risk. there's a lot of clamor among investors for a lower priced iphone and what kind of margins and esp does that bring. that could be another story off-setting some long term positives. >> you're joining us on a wee
is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some...
123
123
Jan 15, 2013
01/13
by
CNNW
tv
eye 123
favorite 0
quote 0
when was the last time you saw anybody waiting in line for a samsung device. we still see the lines. >> it may happen. they have a monopoly. you have another one and another one. >> you feel hooked. >> you won't spend the money to switch. >> a landmark that spoke a seven-year streak. >> a confession? reports say he admitted doping to oprah winfrey, but how far did he go? >> the unlikely ally in the war against obesity. coca-cola tackling the issue head on in public. >> clarence thomas shocks court watchers by doing something he never does. welcome back to early start. >> it's tuesday morning about 30 minutes after the hour. glad you are with us. this morning the president has his gun task force recommendations in his hand. yesterday during the president's press conference, he said he would be reviewing some steps that he could take to advance gun control priorities. he gave a preview over the items he thought should be dressed. >> what you can countn is the that we have to have stronger back ground checks and do a better job in terms of keeping these magazine
when was the last time you saw anybody waiting in line for a samsung device. we still see the lines. >> it may happen. they have a monopoly. you have another one and another one. >> you feel hooked. >> you won't spend the money to switch. >> a landmark that spoke a seven-year streak. >> a confession? reports say he admitted doping to oprah winfrey, but how far did he go? >> the unlikely ally in the war against obesity. coca-cola tackling the issue head on in...